We do not state the obvious. We explore the target’s core to provide meaningful assessments for your successful investments.
Our Service Offering
goetzpartners Private Equity Consulting is the leading partner in the mid-cap private equity industry. Recognized at eye-level as a respected sparring-partner, we give our clients, such as investors and shareholders, confidence with respect to core questions regarding buy, hold and sell strategies. We accompany our clients throughout the entire investment life cycle – from the initial target approach, the client’s decision of the right investments with a fair valuation perspective, to identification and implementation of the company’s true value, as well as a value-maximizing exit.
Today, it has become increasingly challenging to identify and acquire compelling targets with justified valuations. Besides the significant dry powder available through global buyout funds, the increased investment appetite of corporate M&A-driven growth agendas further intensifies competition for the most attractive assets. Industry experts from our vertically structured Private Equity team work together with clients to develop the right investment thesis to improve the quality of deal flow.
Leveraging our longstanding industry expertise and broad origination network, we unveil robust and analytically informed insights on the industry ecosystem. Our structured market screenings allow for the exploration of industry-specific characteristics and developments and the identification of attractive segments that are worthwhile to invest in or qualify for our client’s buy-and-build strategy.
Through effective target identification, we prioritize valuable targets based on a pre-defined value logic to generate a comprehensive long list that is further narrowed down to an actionable short list. This enables us to develop a sharp point of view for prioritized targets as well as devise a plan on how to approach them.
We serve our clients during the acquisition phase by assessing the target’s full potential for the right deal decision-making. We take an unbiased view, follow a numbers-driven approach and act quickly and purposefully to give the client comfort about the core questions regarding to strategy, operations and IT.
Within each investment opportunity, we explore the uniqueness of the target’s business model and the ability to satisfy its customers’ needs; assess the market environment, competitive positioning and evolving industry dynamics; review the business plan as well as detect upside opportunities following a hypothesis-driven approach.
Understanding the business and the industry is the prerequisite of what we do, whether it be through challenging underlying target assumptions or through identifying value creation levers and a sound exit strategy. Our clients can draw on our long-standing and international expertise in the due diligence managing of projects that range from commercial due diligence, red flag due diligence, pre-due diligence, as well as IT, to cost or operational due diligence.
To provide an actionable post-acquisition agenda, it takes a good “equity story”, clear strategic roadmap, well defined levers and prompt execution. Together with our clients we define the best ways to create sustainable value out of the asset and achieve timely results and performance improvements, which need to be recognized within the profit and loss statement.
goetzpartners covers all major areas of value creation related to strategy, top- and bottom-line or financial structuring to maximize long-term profitability and free-cash flows. As part of the commercial due diligence, we identify value creation levers as well as first quick wins to ensure the prompt execution of actions after acquisition. We further specify, measurable initiatives, quantify value creation potentials as well as define responsibilities and a clear roadmap.
We provide end-to-end support from strategy definition to execution, and the close interaction between our value creation and dedicated due diligence teams ensure integrated full-service coverage and provide the required expertise throughout all investment phases.
We believe that a stringent exit strategy culminates in exceptional returns and prevents price misalignments – therefore investor anticipation, rigorous execution and comprehensive documentation of a forward-looking equity story are indispensable.
During the exit process, we serve our clients with commercial vendor due diligence or commercial factbooks and help to earn returns by defining the ideal exit strategy and equity story for a pre-defined buyer’s universe. We analyse industry trends, assess business cycles as well as current equity market conditions and run an exit sprint program to set the company on the right growth path. In order to illustrate the firm's profitable core, refine and strengthen the management's business plan and detect tangible growth opportunities, we work closely with owners and management.
goetzpartners is the ideal partner in the exit process for clients because we provide a crisp but exhaustive basis of communication for bidders as well as flexible support with answers for potential questions from buyers or lenders.
Our Value Proposition
With a leading track record as the trusted advisor of numerous strategic and financial investors, goetzpartners has proven to provide its clients with a compelling competitive advantage along the entire investment life cycle. Therefore, our private equity consulting team is often the first choice of private equity funds in front-running deals around the world and across multiple industries.
We deliver a unique deal intelligence at an early stage through extensive market sounding and close interactions with key stakeholders. By leveraging sound market insights and deep industry expertise, complemented by a wide network of experts, we provide answers to the most pressing due diligence questions early in the process. With our ability to identify the key drivers of a business model and to develop a tangible equity story, we help our clients maximize their portfolio value during the holding period and in the exit planning process.
Integrated full service
Our uniquely integrated full-service offering enables us to deliver a coordinated deal team with fast information flow, minimal yield loss and highly efficient alignment in the form of a convenient one-stop. This makes goetzpartners the preferred partner for all key issues and questions in buy-side and sell-side transactions for many financial and strategic investors:
- Our Private Equity Consulting team works closely with our clients to answer their most pressing questions related to any commercial, operational or technical aspects. We support clients in gaining transparency on markets, competitive dynamics and business plan achievability; assessing a target’s full potential for smart deal decision-making; defining and executing truly value enhancing measures for portfolio companies and finally identifying the optimal exit strategy to achieve investors’ returns.
- Our M&A team offers clients a secure foundation for various types of transactions, such as buy- and sell-side situations, carve-outs or fundraisings providing valuable advice regarding efficient process execution, valuation matters, expert networks as well as support and coordination throughout the entire process.
More about our M&A team
- Our Debt Advisory team provides objective advice on optimal debt structures, sources of funding and terms of financing, thereby helping to leverage the success of our clients’ transactions.
More about our Debt Advisory team
goetzpartners understands the specific needs of private equity companies and delivers a setup which allows us to meet the high requirements optimally, quickly, pragmatically and as a respected eye-level sparring-partner.
Our setup includes:
- A carefully selected team with extensive industrial and operational experience acquired over many years.
- A vertical team structure with dedicated industry specialists and a large network of dedicated industry experts which provides reliable answers for critical and industry specific questions. Our private equity expertise mainly covers Industrials, Healthcare, TMT, Business Services and Consumer Goods. More about our sector expertise
- Substantial methodological tools to generate in-depth insights, including a wide set of data bases, a variety of different survey methods, comprehensive bottom-up and top-down market modelling, sensible management questioning and many out-of-the-box thinking methodologies, to mention only a few.
Key facts and figures
Latest transactions Private Equity Consulting
(value not disclosed)goetzpartners advised Deutsche Invest Capital Solutions with aCDD & ACQUISITION FINANCINGon the acquisition of GLOBOGATE concept AG
(value not disclosed)goetzpartners advised the Management with aCOMMERCIAL FACT BOOKon ifb SE
(value not disclosed)goetzpartners advised Quadriga Capital with aCOMMERCIAL VENDOR DDon the sale of Aspire Education Group
(value not disclosed)goetzpartners advised Headway Capital Partners with aCOMMERCIAL DUE DILIGENCEon its investment in Toradex AG
(value not disclosed)goetzpartners advised HEW-Kabel with aCOMMERCIAL DUE DILIGENCEon the acquisition of Habia Cable
(value not disclosed)goetzpartners advised Borromin Capital Fund IV with aCOMMERCIAL DUE DILIGENCEon the acquisition of AES
(value not disclosed)goetzpartners advised Kartesia and Triton Debt Opportunities ("Triton") with aSTRATEGIC REVIEWon the refinancing of Damovo
€ 400.000.000goetzpartners advised KONTRON AG with aCOMMERCIAL VENDOR DDon S&T IT Services
(value not disclosed)goetzpartners advised Liberta Partners with aCOMMERCIAL DUE DILIGENCEon the acquisition of KKS Kemmler Kopier Systeme GmbH and Systemhaus Bissinger GmbH
(value not disclosed)goetzpartners advised Silverfleet Capital with aCOMMERCIAL VENDOR DDon the sale of Pumpenfabrik Wangen GmbH
(value not disclosed)goetzpartners advised Guntermann & Drunck GmbH with aCOMMERCIAL DUE DILIGENCEon the acquisition of Tritec Electronic AG
(value not disclosed)goetzpartners advised H.I.G. Capital with aCOMMERCIAL DUE DILIGENCEon the acquisition of comcross GmbH & Co. KG
goetzpartners was mandated by DI Capital Solutions as debt advisor on the acquisition of GLOBOGATE concept AG.
goetzpartners advised Management of ifb SE with a Commercial Fact Book on the sale of ifb, an international finance and risk transformation and compliance consultancy, headquartered in Grünwald, Germany.
goetzpartners advised Quadriga Capital with a Commercial Vendor Due Diligence on the sale of Aspire Education Group, a leading provider of lifelong learning as well as professional training and education services in Austria and Germany headquartered in Vienna.
Since the acquisition of Toradex AG ("The Company“) in 2016 by Verium AG (“Verium”), the Company has performed strongly, with an exceptional management team driving the growth strategy that is distinguishing the Company through a highly resilient, stable, and diversified end-to-end service delivery and business model. Toradex's optimized value chain coverage and focused high-quality/-performance modular product portfolio are enabled through its lean and asset-light business model.
goetzpartners advised HEW-Kabel Holding GmbH with a Commercial Due Diligence on the acquisition of and merger with Habia Cable AB, a globally leading provider of custom-design, specialized cable and connectivity solutions based in Sweden.
goetzpartners advised Borromin Capital Fund IV with a Commercial Due Diligence on the acquisition of Aerotec Europe GmbH and its subsidiary Airplane Equipment & Services A.E.S. GmbH, a leading air freight container service company in Europe.
goetzpartners advised Kartesia and Triton Debt Opportunities with a Commercial Review during their refinancing of Damovo, a leading provider of managed services and communication solutions worldwide.
goetzpartners advised Kontron AG with a Commercial Vendor Due Diligence on the sale of major parts of its IT services business (“S&T” or “the Company”), to VINCI Energies S.A. for c. EUR 400m. Through this divestment, Kontron is following its growth strategy to focus on the Internet of Things (IoT) business. The transaction is subject to customary closing conditions.
goetzpartners advised Liberta Partners with strategic advisory services on the acquisition of and synergy creation between KKS Kemmler Kopier Systeme GmbH and Systemhaus Bissinger GmbH, two regionally leading IT and print service providers.
goetzpartners advised Silverfleet Capital with a Commercial Vendor Due Diligence on the sale of their portfolio company Pumpenfabrik Wangen GmbH, a leading designer and manufacturer of high-quality progressive cavity and twin screw pumps for highly viscous or abrasive substances and solid-fluid composites to Atlas Copco AB, a Swedish multinational industrial company with circa 40,000 employees and customers across 180 countries.
goetzpartners advised Guntermann & Drunck GmbH with a Commercial Due Diligence on the acquisition of a majority stake in Tritec Electronic AG.
goetzpartners advised H.I.G. Capital with a Commercial Due Diligence on the investment into comcross GmbH & Co. KG through H.I.G.'s portfolio company Infratech Bau GmbH.